Perigon Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Perigon Wealth Management’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,905	Closed	-$206K	–	1080
2025 Q1	$206K	Buy	+3,905	New	+$201K	0.01%	962
2024 Q4	–	Sell	-7,305	Closed	-$417K	–	1072
2024 Q3	$417K	Buy	7,305 +203	+3%	+$11.3K	0.01%	675
2024 Q2	$372K	Sell	7,102 -870	-11%	-$45.5K	0.01%	618
2024 Q1	$435K	Buy	7,972 +87	+1%	+$4.62K	0.01%	570
2023 Q4	$414K	Buy	7,885 +1,030	+15%	+$52.2K	0.01%	557
2023 Q3	$337K	Sell	6,855 -1,435	-17%	-$72.8K	0.01%	547
2023 Q2	$424K	Buy	8,290 +1,205	+17%	+$60.9K	0.02%	504
2023 Q1	$350K	Buy	7,085 +495	+8%	+$25.4K	0.02%	488
2022 Q4	$353K	Buy	+6,590	New	+$354K	0.02%	483
2021 Q1	–	Sell	-1,125	Closed	-$53K	–	747
2020 Q4	$53K	Buy	+1,125	New	+$49.9K	0.01%	731

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Perigon Wealth Management's IHF Position: Q2 2025 in Review

Perigon Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2025, closing a stake of 3,905 shares — an estimated $206K sold.

Perigon Wealth Management first reported a position in IHF in Q4 2020 and held it in 10 quarters. The position peaked at $435K in Q1 2024. 199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

Perigon Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2025 after selling out during the quarter.
Perigon Wealth Management sold 3,905 iShares US Healthcare Providers ETF shares in Q2 2025, an estimated $206K.
Perigon Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2020 and held it in 10 quarters.
Perigon Wealth Management's iShares US Healthcare Providers ETF position peaked at $435K in Q1 2024.
199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.